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Max Severijns
Opinion
January 7, 2026

On Wall Street, one type of colleague remains ‘problematic’: the woman

EEOC interim chair Andrea Lucas has urged white men who feel discriminated against at work to file a…
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From left to right: Lorenzo Codogno, Ignazio Angeloni and Nicolas Véron.
Asset Managers
January 6, 2026

Protectionist reflexes still stand in the way of Europe’s champions

The failed partnership between Italy’s Generali and France’s BPCE is more than a collapsed deal in…
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Afbeelding van Jordan Beltran via Unsplash
Investing
January 6, 2026

What remains of ‘Who cares wins’? ESG after 25 years in perspective

What began as a tool for measuring risks evolved into a normative framework, only to return under…
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Han Dieperink
Opinion
January 6, 2026

The continuation of the semiconductor supercycle

The first trading day of 2026 left no room for doubt. While many investors were still recovering…
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PDVSA is Venezuela's state oil company. Photo: Wikimedia.
Asset Allocation
January 6, 2026

Venezuela, Greenland and the return of spheres of influence

When United States forces seized President Nicolás Maduro of Venezuela, the political shock was…
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Proxy advisors ISS and Glass Lewis in November recommended shareholders vote against the 1,000 billion dollar pay package for Elon Musk. Photo: TED via Flickr.
Laws and Regulations
January 5, 2026

White House reins in proxy firms, curbing shareholder power

The US government is moving to scale back the influence of proxy advisers ISS and Glass Lewis…
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Sonja Laud. Foto: L&G Asset Management.
Investing
January 5, 2026

Geopolitics and AI are testing the cost of capital

Debt is no longer rising quietly in the background of the global economy. For investors, the…
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Balance scale, photo by Piret Ilver on Unsplash
Expert Panel
January 2, 2026

Morningstar: Invesco vs AQR in risk parity funds

Risk parity investors showed renewed optimism in 2025 after several years of underperformance versus…
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Han Dieperink
Opinion
December 31, 2025

The economy that eats itself

Something strange is going on. The US economy is growing, but no jobs are being added. In fact…
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Gertjan Verdickt
Opinion
December 30, 2025

From lottery bonds to cryptocurrencies: the rational gamble of the small investor

For the average institutional investor, the appeal of lottery-like stocks—shares with a low price…
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Kamala Harris. Photo: Gage Skidmore/Flickr.
Investing

‘Comrade Kamala‘s’ economic plans get lukewarm reception

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Asset Allocation

Janus Henderson: inflation of up to 5% in 2021

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Financial markets. Photo via RawPixel CC0.
Asset Managers

‘Outperformance of US equities difficult to maintain’

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Asset Allocation

Chief economists disagree on post-corona market outlook

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Asset Allocation

BNP Paribas expects V-shaped recovery

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